Defined Benefit (Pension) · DOL Form 5500 · 2024

Northwestern Corporation Pension Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
349
Participants Below avg headcount
96th
Percentile by assets National rank
$990,702
Avg per participant High balance/head
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Official DOL plan name: Northwestern Energy Mt Pension Plan · Sponsored by Northwestern Corporation · Montana · Utilities

$346M in assets, 349 participants

Northwestern Corporation's Northwestern Energy Mt Pension Plan reported $346M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #563 in Utilities (732 peers)

Where Northwestern Energy Mt Pension Plan sits by assets

Northwestern Energy Mt Pension Plan sits in the top 5% of all filed plans by assets, $346M for 349 participants (~$990,702/participant), down 1.3% in 2024.

#563
in Utilities (732 peers)
-1.3%
assets change YoY
3.5×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northwestern Energy Mt Pension Plan's outsized position by total assets

Northwestern Energy Mt Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$345,755,066 Top 4% higher than 96% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Northwestern Energy Mt Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwestern Energy Mt Pension Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northwestern Energy Mt Pension Plan reported net income rose from -$46M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Northwestern Energy Mt Pension Plan reported participants fell from 387 in the plan year 2023 filing to 349 in the plan year 2024 filing.
  • Northwestern Energy Mt Pension Plan end-of-year assets fell from $350M in the plan year 2023 filing to $346M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 460172280 · Northwestern Corporation PY 2024 · Defined Benefit (Pension)

Northwestern Energy Mt Pension Plan · $346M · 349 · 96th

  • ASSETS $346M
  • PCT 349
  • EIN 96th
  • RANK Defined Benefit (Pension)
  • PHOTO near Formosa Plastics Corporation, U.S.a. Pension Plan
  • IND ind #563

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Montana →

Northwestern Energy Mt Pension Plan in the asset neighbourhood

Weil, Gotshal & Manges Partners' Defined Benefit PlanWeil, Gotshal & Manges Partn…$347MLocal No. 1 Pension Trust FundLocal No. 1 Pension Trust Fu…$346MNorthwestern Energy Mt Pension PlanNorthwestern Energy Mt Pensi…$346MFormosa Plastics Corporation, U.S.a. Pension PlanFormosa Plastics Corporation…$346MGibson, Dunn & Crutcher LLP Partners Cash Balance PlanGibson, Dunn & Crutcher LLP …$344M
End-of-year total assets ($M) among Northwestern Energy Mt Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$350M
Net Assets (End of Year)$346M
Net Income-$4M
Employer EIN460172280
Plan Effective Date1948-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwestern Corporation)

Sponsor-wide plan assets over time

All Northwestern Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$911M 6.581242375535956% vs 2022
2024 filing year
$840M$860M$880M$900M$920M 202220232024 $855M $911M ▲ +6.6%
Year Plans Participants Total Assets
2022 3 2,084 $855M
2023 3 2,047 $869M
2024 3 2,037 $911M

Nearby Defined Benefit (Pension) Plans in Montana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Northwestern Energy Mt Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 0100200300400 Total assets ($M) Participants Northwestern Energy Mt Pension Plan, Total assets ($M): 345.755066 · Participants: 349Northwestern Energy Mt Pension PlanSt. Peter's Health Cashplus Retirement Plan, Total assets ($M): 60.721939 · Participants: 206St. Peter's Health Cashplus Retirement PlanNorthwestern Energy Sd/Ne Pension Plan, Total assets ($M): 52.584691 · Participants: 117Northwestern Energy Sd/Ne Pension PlanRetirement Plan for Employees of Northern Montana Hospital, Total assets ($M): 31.808856 · Participants: 102Retirement Plan for Employees of Northern Montana HospitalPension Plan for Employees of Advanced Silicon Materials, LLC, Total assets ($M): 28.407335 · Participants: 60Pension Plan for Employees of Advanced Silicon Materials, LLCAmerican Chemet Corporation Retirement Income Plan, Total assets ($M): 16.495665 · Participants: 48American Chemet Corporation Retirement Income Plan
Northwestern Energy Mt Pension Plan vs. nearby Defined Benefit (Pension) plans in Montana, assets vs. participants
Compare Northwestern Energy Mt Pension Plan side-by-side with 3 peers →

Northwestern Energy Mt Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Montana, the nearest Defined Benefit (Pension) by assets is Formosa Plastics Corporation, U.S.a. Pension Plan in NJ ($346M); by covered participants it is Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust in FL (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Northwestern Energy Mt Pension Plan assets move in 2024? ▼
Northwestern Energy Mt Pension Plan edged down modestly - down 1.3% during 2024, from $350M to $346M. Reported net income was -$4M.
How have Northwestern Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwestern Corporation's sponsor-wide assets grew 6.6%, from $855M to $911M.
Where does Northwestern Energy Mt Pension Plan rank by assets among Form 5500 filers? ▼
Northwestern Energy Mt Pension Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Northwestern Energy Mt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Formosa Plastics Corporation, U.S.a. Pension Plan in NJ ($346M, 3,446 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Northwestern Energy Mt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust in FL (349 participants, $47M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460172280.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.